The Crab
November 5, 2018
You never quite know what Intel is up to. Like a crab, it seems to be headed forward when it’s actually scuttling off sideways.
Everyone knows one thing about Intel today – they can’t make 10nm. But no one knows why not.
After 50 years of scaling, Intel hit a wall. Or did it?
After all there’s a lot to be said for not scaling – running depreciated fabs, achieving super-high yields, massive capex savings etc.
Intel may have seen the huge capex of Samsung – $37 billion last year and $28 billion this year – and thought ‘Holy Moley we can’t match that’. And, if you don’t actually need to match, it why spend it?
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